11/10/2017 8:22 PM
Change in substantial holding
www.asx.com.au/asxpdf/20171011/pdf/43n4vmwxntbycl.pdf
Change in substantial holding
www.asx.com.au/asxpdf/20171011/pdf/43n4vmwxntbycl.pdf
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DANAKALI Ltd., Eritrea - Colluli Potash Project
Beiträge: 497
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12/10/2017 9:35 AM
Head of Corporate Development & External Affairs Appointed
stocknessmonster.com/news-item?S=DNK&E=ASX&N=854812
Head of Corporate Development & External Affairs Appointed
stocknessmonster.com/news-item?S=DNK&E=ASX&N=854812
16/10/2017 8:22 AM
Quarterly Activities Report and Appendix 5B
www.asx.com.au/asxpdf/20171016/pdf/43n7m22r1yzxsd.pdf
Quarterly Activities Report and Appendix 5B
www.asx.com.au/asxpdf/20171016/pdf/43n7m22r1yzxsd.pdf
31/10/2017 7:22 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171031/pdf/43nv6kskh0kbdf.pdf
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171031/pdf/43nv6kskh0kbdf.pdf
DANAKALI und MONTEZUMA MINING sind in München auf der "International Precious Metals & Commodities Show"
November 2nd and 3rd 2017
www.edelmetallmesse.com/en/aussteller_1.html
www.edelmetallmesse.com/index.php?lang=en
November 2nd and 3rd 2017
www.edelmetallmesse.com/en/aussteller_1.html
www.edelmetallmesse.com/index.php?lang=en
13/11/2017 4:58 PM
Change of Director's Interest Notice
www.asx.com.au/asxpdf/20171113/pdf/43p5zm8j9fqyh0.pdf
----
13/11/2017 4:57 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171113/pdf/43p5zfw6x9swn7.pdf
Change of Director's Interest Notice
www.asx.com.au/asxpdf/20171113/pdf/43p5zm8j9fqyh0.pdf
----
13/11/2017 4:57 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171113/pdf/43p5zfw6x9swn7.pdf
15/11/2017 12:27 PM
Response to ASX Appendix 3Y Query
www.asx.com.au/asxpdf/20171115/pdf/43p80c8lm42h7z.pdf
Response to ASX Appendix 3Y Query
www.asx.com.au/asxpdf/20171115/pdf/43p80c8lm42h7z.pdf
15/11/2017 7:48 PM
Issue of Securities and Appendix 3B
www.asx.com.au/asxpdf/20171115/pdf/43p8gnqbm3fvhz.pdf
Issue of Securities and Appendix 3B
www.asx.com.au/asxpdf/20171115/pdf/43p8gnqbm3fvhz.pdf
16/11/2017 4:54 PM
Change of Director's Interest Notice x 2
www.asx.com.au/asxpdf/20171116/pdf/43p9l3tygr1vt8.pdf
----
16/11/2017 4:52 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171116/pdf/43p9kzxr9hb82l.pdf
Change of Director's Interest Notice x 2
www.asx.com.au/asxpdf/20171116/pdf/43p9l3tygr1vt8.pdf
----
16/11/2017 4:52 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171116/pdf/43p9kzxr9hb82l.pdf
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Interview mit Seamus Cornelius
20/11/2017 8:22 AM
Resignation of Director and Final Director's Interest Notice
www.asx.com.au/asxpdf/20171120/pdf/43pchfg1w5tmfm.pdf
Resignation of Director and Final Director's Interest Notice
www.asx.com.au/asxpdf/20171120/pdf/43pchfg1w5tmfm.pdf
21/11/2017 8:23 AM
Danakali to seek a dual listing on the London Stock Exchange
www.asx.com.au/asxpdf/20171121/pdf/43pdmxdckc390j.pdf
Danakali to seek a dual listing on the London Stock Exchange
www.asx.com.au/asxpdf/20171121/pdf/43pdmxdckc390j.pdf
27/11/2017 9:37 AM
Mining Contract Technical and Commercial Evaluation Complete
www.asx.com.au/asxpdf/20171127/pdf/43pltpwfwb5pnw.pdf
Mining Contract Technical and Commercial Evaluation Complete
www.asx.com.au/asxpdf/20171127/pdf/43pltpwfwb5pnw.pdf
28/11/2017 9:32 AM
Investor Update Presentation
www.asx.com.au/asxpdf/20171128/pdf/43pn201mq3hhlk.pdf
Investor Update Presentation
www.asx.com.au/asxpdf/20171128/pdf/43pn201mq3hhlk.pdf
04/12/2017 8:44 AM
Company Update
www.asx.com.au/asxpdf/20171204/pdf/43pvkv8jqxnhrf.pdf
Company Update
www.asx.com.au/asxpdf/20171204/pdf/43pvkv8jqxnhrf.pdf
08/12/2017 7:05 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171208/pdf/43q100pm1bpb61.pdf
-----
08/12/2017 7:01 PM
Lapse of Options
www.asx.com.au/asxpdf/20171208/pdf/43q0zycnhmy6q4.pdf
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20171208/pdf/43q100pm1bpb61.pdf
-----
08/12/2017 7:01 PM
Lapse of Options
www.asx.com.au/asxpdf/20171208/pdf/43q0zycnhmy6q4.pdf
aus dem Bericht von Hannam & Partners vom 11.12.2017 ein Auszug :
Hannam & Partners hosted a breakfast event focused on potash with presentations from Sean Mulholland, Senior Consultant on fertilisers at CRU, and Paul Donaldson, CEO of Danakali (“DNK”), developer of the Colluli sulphate of potash (“SOP”) project in Eritrea. Along with updated project economics announced last week, the event highlighted Colluli’s unique attractions, as well as several key advantages of SOP over other potash products. Danakali announced in November that it will seek a dual-listing in the UK on the LSE, alongside its existing ASX listing. In this report we provide feedback on DNK and CRU’s views on SOP, plus a review of the wider potash market.
....
SMALL PROJECT FOOTPRINT A KEY ADVANTAGE
The key advantage Colulli has is the right combination of carnallite and kainite salts for simple, high-yield conversion to SOP at ambient temperatures. As Colluli’s salts are already in solid form, there is no need to harvest from brines via evaporation, which significantly reduces the project’s evaporation footprint vs brine producers. For example, N American SOP producer Compass Minerals has 40k acres of evaporation ponds, whilst Colluli’s DFS plans using only 300 acres to harvest salts on its site. This combined with a lack of communities or other economic activity on site provides a unique advantage over SOP peers.
OFFTAKE DISCUSSIONS KEY
Danakali is set to become a globally significant SOP producer, with just Colluli Phase 1 providing around 8% of global SOP supply (based on CRU’s 2016 total SOP supply estimate of 6.1Mt). During the breakfast, Danakali outlined their offtake strategy which envisages having 85% of its supply under contract with 15% retained for price discovery. The Company’s marketing strategy is partly to target end users and partly the leading fertiliser traders, and not to focus on a single party solution. The importance of securing offtake for the 472 ktpa of production during Colluli Phase 1 and 850 ktpa during Phase 2 was emphasised by Monday’s announcement of a management change, where Danny Goeman will transition from Head of Marketing to the role of Chief Executive Officer where his focus will be on the completion of the binding offtake. The current CEO, Paul Donaldson, will become a Non-Executive Director on the Danakali Board.
SOP A BRIGHT SPOT IN AN OTHERWISE DIFFICULT POTASH MARKET
SOP is a specialty potash product, vital in the cultivation of chloride-intolerant crops such as fruit and nuts, for which potassium chloride (aka “muriate of potash” or “MOP”) cannot be used. The premium for SOP vs MOP has risen post the break-up of Uralkali and Belaruskali’s joint marketing deal in 2013, which caused MOP prices to fall, and as SOP demand has grown at a faster pace, especially in China. While we believe potash in general may see more modest demand growth in the coming years, the outlook for MOP appears particularly challenged by the amount of new capacity expected to come on line. However, we expect sticky demand from chloride-sensitive farmers and environmental limits on Chinese supply will allow SOP to sustain a healthy premium.
DNK VALUATION REMAINS UNCHANGED
Using a 0.5x NPV multiple and a $550/t SOP price forecast, we arrive at a valuation for Danakali of US$188m, or A$1.0 per share. This implies c.42% upside to the current share price. We will update our valuation in January following the release of updated FEED study project economics.
Hannam & Partners hosted a breakfast event focused on potash with presentations from Sean Mulholland, Senior Consultant on fertilisers at CRU, and Paul Donaldson, CEO of Danakali (“DNK”), developer of the Colluli sulphate of potash (“SOP”) project in Eritrea. Along with updated project economics announced last week, the event highlighted Colluli’s unique attractions, as well as several key advantages of SOP over other potash products. Danakali announced in November that it will seek a dual-listing in the UK on the LSE, alongside its existing ASX listing. In this report we provide feedback on DNK and CRU’s views on SOP, plus a review of the wider potash market.
....
SMALL PROJECT FOOTPRINT A KEY ADVANTAGE
The key advantage Colulli has is the right combination of carnallite and kainite salts for simple, high-yield conversion to SOP at ambient temperatures. As Colluli’s salts are already in solid form, there is no need to harvest from brines via evaporation, which significantly reduces the project’s evaporation footprint vs brine producers. For example, N American SOP producer Compass Minerals has 40k acres of evaporation ponds, whilst Colluli’s DFS plans using only 300 acres to harvest salts on its site. This combined with a lack of communities or other economic activity on site provides a unique advantage over SOP peers.
OFFTAKE DISCUSSIONS KEY
Danakali is set to become a globally significant SOP producer, with just Colluli Phase 1 providing around 8% of global SOP supply (based on CRU’s 2016 total SOP supply estimate of 6.1Mt). During the breakfast, Danakali outlined their offtake strategy which envisages having 85% of its supply under contract with 15% retained for price discovery. The Company’s marketing strategy is partly to target end users and partly the leading fertiliser traders, and not to focus on a single party solution. The importance of securing offtake for the 472 ktpa of production during Colluli Phase 1 and 850 ktpa during Phase 2 was emphasised by Monday’s announcement of a management change, where Danny Goeman will transition from Head of Marketing to the role of Chief Executive Officer where his focus will be on the completion of the binding offtake. The current CEO, Paul Donaldson, will become a Non-Executive Director on the Danakali Board.
SOP A BRIGHT SPOT IN AN OTHERWISE DIFFICULT POTASH MARKET
SOP is a specialty potash product, vital in the cultivation of chloride-intolerant crops such as fruit and nuts, for which potassium chloride (aka “muriate of potash” or “MOP”) cannot be used. The premium for SOP vs MOP has risen post the break-up of Uralkali and Belaruskali’s joint marketing deal in 2013, which caused MOP prices to fall, and as SOP demand has grown at a faster pace, especially in China. While we believe potash in general may see more modest demand growth in the coming years, the outlook for MOP appears particularly challenged by the amount of new capacity expected to come on line. However, we expect sticky demand from chloride-sensitive farmers and environmental limits on Chinese supply will allow SOP to sustain a healthy premium.
DNK VALUATION REMAINS UNCHANGED
Using a 0.5x NPV multiple and a $550/t SOP price forecast, we arrive at a valuation for Danakali of US$188m, or A$1.0 per share. This implies c.42% upside to the current share price. We will update our valuation in January following the release of updated FEED study project economics.
21/12/2017 2:59 PM
Danakali Completes Leadership Transition
www.asx.com.au/asxpdf/20171221/pdf/43qct0dn95drzy.pdf
Danakali Completes Leadership Transition
www.asx.com.au/asxpdf/20171221/pdf/43qct0dn95drzy.pdf
22/12/2017 5:14 PM
CEO Conditions of Employment
www.asx.com.au/asxpdf/20171222/pdf/43qff53qv8dlzp.pdf
CEO Conditions of Employment
www.asx.com.au/asxpdf/20171222/pdf/43qff53qv8dlzp.pdf
aus dem Mining Journal vom 04.01.2018
Colluli distinguishes Danakali
Every step in the journey towards the near-term development of Australian-based Danakali’s (AU:DNK) Colluli premium potash joint venture in Eritrea is improving the already stellar outlook for the 200-plus year project.
complete text :
www.mining-journal.com/resourcestocks/...istinguishes-danakali
Colluli distinguishes Danakali
Every step in the journey towards the near-term development of Australian-based Danakali’s (AU:DNK) Colluli premium potash joint venture in Eritrea is improving the already stellar outlook for the 200-plus year project.
complete text :
www.mining-journal.com/resourcestocks/...istinguishes-danakali
29/01/2018 9:04 AM
FEED completion
www.asx.com.au/asxpdf/20180129/pdf/43r2y446ppfqrh.pdf
FEED completion
www.asx.com.au/asxpdf/20180129/pdf/43r2y446ppfqrh.pdf
31/01/2018 8:19 AM
FEED Results Presentation
www.asx.com.au/asxpdf/20180131/pdf/43r5b90gmmkb3l.pdf
-----
31/01/2018 8:18 AM
Quarterly Activities Report and Appendix 5B
www.asx.com.au/asxpdf/20180131/pdf/43r5b5db29zj41.pdf
FEED Results Presentation
www.asx.com.au/asxpdf/20180131/pdf/43r5b90gmmkb3l.pdf
-----
31/01/2018 8:18 AM
Quarterly Activities Report and Appendix 5B
www.asx.com.au/asxpdf/20180131/pdf/43r5b5db29zj41.pdf
16/02/2018 6:47 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20180216/pdf/43rncrqhcmkpqf.pdf
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20180216/pdf/43rncrqhcmkpqf.pdf
19/02/2018 6:46 PM
Colluli Ore Reserve update
www.asx.com.au/asxpdf/20180219/pdf/43rpxvfk04jbkj.pdf
Colluli Ore Reserve update
www.asx.com.au/asxpdf/20180219/pdf/43rpxvfk04jbkj.pdf
26/02/2018 5:26 PM
Change of Director's Interest Notice
www.asx.com.au/asxpdf/20180226/pdf/43ry8nql7qqhh6.pdf
----
26/02/2018 5:24 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20180226/pdf/43ry8h4fhwm3ws.pdf
Change of Director's Interest Notice
www.asx.com.au/asxpdf/20180226/pdf/43ry8nql7qqhh6.pdf
----
26/02/2018 5:24 PM
Issue of Securities - Appendix 3B and S708A Notice
www.asx.com.au/asxpdf/20180226/pdf/43ry8h4fhwm3ws.pdf
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